Initiative Details

With this function you can enter, change, or delete data in an initiative on the Initiative Details screen.

You navigate to this view by choosing an initiative in the dashboard for Portfolio Initiatives. The initiative dashboard is located in the portfolio management context.

Prerequisites

The details are categorized in views and subviews. You can determine which fields are available in the views and subviews in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Global Field Settings End of the navigation path .

Features

In the top part of the screen, the system displays the object header of the initiative (see Object Header).

Below the object header you find the views mentioned below.

Above the views, you can start the following functions directly by choosing the corresponding pushbutton:

Financial and Capacity Planning
Print Fact Sheet
Timeline Monitor
Change Process (visible only if you have configured the change process in Customizing for SAP Portfolio and Project Management)
For more information, see Process Flow Change.
Checklists
Reporting Cockpit

Overview

General Information

You can display or change the general information about the initiative, which includes the Key Information of the initiative, such as the Name of the initiative as well as the number of items assigned to it. Further fields include the following:

Field	Explanation
ID	Unique identifier of the initiative. Depending on your Customizing settings, the ID is generated using the SAP number assignment functionality or a customer-defined processing logic, or a character key (Universal Unique Identifier) is generated on saving. The generated ID can be overwritten manually. For more information, see Customizing for SAP Portfolio and Project Management under Portfolio Management Business Add-Ins and Customer Includes BAdI: Maintenance Services for Portfolio Management Objects .
Responsible Resource	Select the individual within the role responsible for the initiative.
Responsible	Displays the individual(s) within the role responsible for the initiative.
Organization Responsible	Enter the organization responsible for the initiative, or select it using the search function.
Organizational Unit	Displays the organizational unit that is responsible for the initiative or executes the initiative.
Change Status	Provides the list of next statuses that can be set for an initiative.
Status Profile	Indicates the sets of user status defined in configuration.
Status	The current status is displayed.
Priority	This displays the priority including an icon indicating the priority. The icon used to designate the priority level is selected during configuration.
Upload Image (Remove Image)	This function allows you to upload or remove a thumbnail image for the initiative. Once you choose Save, the thumbnail is visible and you can click the thumbnail to open and edit the image. You can also open and modify the image from the Documents and Notes view.
Proposal	Displays the checkbox indicating whether this initiative is in the proposal stage or not.
Escalation	Set this indicator if you want to have this initiative included in the list of escalated initiatives.
Priority	You can change the priority by selecting from the dropdown menu.
Role	Select the role responsible for the initiative.

Additional Information

In this subview, you can display or change dates, the Current Decision Point Information with information about the phase the initiative is currently in, and about decision points, the Risk Assessment, and some Administrative Data.

Field	Explanation
Dates
Budget Status	Displays the summary of planned cost and actual cost.
Staffing Status	Displays the summary of the difference between the total demand and total assignment.
Schedule Status	Displays the summary of completed tasks against planned tasks.
Forecasted Duration	Indicates the difference between the forecasted start and forecasted finish date.
Planned Duration	Indicates the difference between the planned start and actual planned date.
Actual Duration	Indicates the difference between the actual start and actual finish.
Current Decision Point Information
Status/Status Text	Indicates the status of the active decision point of the initiative.
Decision Point Status	Indicates the status of the active decision point of the initiative.
Forecasted Start/Finish	Indicates the forecasted phase start/finish.
Planned Start/Finish	Indicates the planned phase start/finish.
Actual Start/Finish	Indicates the actual phase start/finish.
Phase Name	Indicates the name of the phase the initiative is currently in.
Decision Point Name	The name specified under Decision Point. Can be updated.
Decision Point Info	Indicates the active decision point of the initiative against the total number of decision points available for the initiative.
Forecasted Decision Date	Indicates the forecasted decision date for the active decision point of the initiative.
Actual Decision Date	Indicates the actual decision date for the active decision point of the initiative.
Planned Decision Date	Indicates the planned decision date for the active decision point of the initiative.
Risk Assessment
Risk Icon	This icon visually indicates the risk based on the assessed risk. The icon that is used to designate the risk level is selected during configuration.
Derived Risk	Displays a calculated value based on the values Probability Technical Success and Probability Commercial Success. This field is read-only.
Derived Risk Icon	This icon visually indicates the risk based on the Derived Risk field.
Risk Group Derived	Indicates the grouping based on derived risk.
Risk Group Assessed	Indicates the grouping based on assessed risk.
Probability Technical Success	Displays the probability of technical success based on the scoring model specified on the bucket level. The scoring model used is specified in the parent bucket.
Assessed Risk	Displays the risk assessed based on the answers to the questionnaire associated with it. Choose Questionnaire next to the field to display the questionnaire. The questionnaire displayed here is specified in the parent bucket.
Probability Commercial Success	Displays the probability based on the answers to the questionnaire associated with it. Choose Questionnaire next to the field to display the questionnaire. The questionnaire displayed here is specified in the parent bucket.

Classification

In this subview, you can display or change the Categorization and classification information for an initiative.

You can update the following categorization fields:

Field	Explanation
Motive	The reason the initiative is created
Release Date	The date on which the initiative status was set to released
Category	The main initiative category, reflected in grouping and reporting
Subcategory	The list of subcategories depends on your selection in the Category field
Area	The area of the initiative
Location	The list of locations depends on your selection of the Area field
Technology Type	The type of technology of the initiative
Grouping	The group to which the initiative belongs. Grouping allows you to group together initiatives.

For more information about displaying and editing classification hierarchies to which this initiative is assigned, see Classification for Items and Initiatives.

Financial Information

In this subview, you can display or change the financial information or start the Financial Planning. For more information, see Financial Planning.

You can update the following fields:

Field	Explanation
Financial Period Breakdown Currency Fin. Plan Start/End	These fields are filled with the values from the parent bucket that you have entered on the Financial and Capacity Information subview of the Bucket Details screen. You can change these fields here in the Initiative Details screen if required. For example, you can view or change the time unit in which the financial information needs to be viewed and controlled in the Fin Period Breakdown field. For more information, see Usage of Financial Planning.
Discount Rate	Enter the discount rate applicable for the initiative.
Expected Commercial Value (ECV)	Displays the currency-based amount field containing a calculated value. It is derived from the following values: Probability Technical Success Probability Commercial Success Launch Cost Development Cost Net Present Value
Total Budget Planned Cost Actual Cost Annual Budget Planned Cost YTD Actual Cost YTD	In Customizing for SAP Portfolio and Project Management under Portfolio Management Global Customizing Portfolio-Independent Settings Define Financial and Capacity Views Define Financial Views , you define in the Amount Type field whether views in the financial planning are assigned to the amount types Budget, Actual Cost, and Planned Cost. The overall values for the views with the respective amount type are summed up to the fields Annual Budget, Planned Cost YTD, and Actual Cost YTD.

Capacity Information

In this subview, you can display or change the capacity information or start the Capacity Planning. The fields below are filled with the values from the parent bucket that you have entered on the Financial and Capacity Information subview of the Bucket Details screen. You can change these fields here in the Initiative Details screen if required. For more information, see Capacity Planning.

Field	Explanation
Capacity Period Breakdown	View or change the time unit in which the capacity information needs to be viewed and controlled.
Demand Plan Start/Finish	Enter the start/finish of the demand planning period of the initiative.
Unit	View or change the time unit for monitoring capacity.

Depending on your Customizing settings, the following field values can be calculated by the system:

Actual Effort and Planned Effort
Work Effort Year to Date and Planned Effort Year to Date
Actual Headcount

According to the SAP standard functionality, the effort of an initiative is calculated from the values of the relevant capacity-planning views. For the Actual Effort and Planned Effort fields, the system calculates the sum total of all the values maintained for these views. For the year-to-date effort, the system calculates either the total of all values maintained for the current year, or the total of the values maintained for the current year up to the end of the current month.

You can supplement the standard functionality with a customer-defined logic for calculating the actual headcount, or you can override the standard by implementing your own calculation logic for headcount and effort.

For more information on this function and the required settings, see the documentation on the general default value 0036 Activate calculation of derived capacity attribute in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Global Settings Override Default Global Settings End of the navigation path , as well as methods CALCULATE_ACTUAL_HEADC and CALCULATE_WORKEFFORT in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Business Add-Ins and Customer Includes BAdI: Calculation of Portfolio Item Alerts End of the navigation path .

Value Proposition

Here you can enter a text describing the reason behind the initiative as well as its goals and benefits.

Custom Long Text Fields

This additional subview is visible if you have configured custom long text fields in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Global Field Settings Define Custom Long Text Fields End of the navigation path . The name of the subview and the long text fields are specified in Customizing. In this subview, you can display or change the long text fields for the item. These fields use rich text, allowing you to format the text. Long text fields can be defined for a specific initiative type or for all initiative types.

Phases and Decisions

This view displays the following information:

Phases and Decision Points
Active Reviews: Reviews whose status is part of the Active status group.
Closed Reviews: Reviews whose status is part of the Closed status group.

For more information, see Dashboard of Phases and Decisions, Decision Point Details, and Portfolio Review Management.

Deliverables

This view displays the following information:

Metrics
Questionnaires

For more information, see Metrics Management and Questionnaires.

Relationships

This view displays the following information:

Object Links
Related Objects

For more information, see Object Links and Related Objects Management.

Assigned Items

Here you can create items in the initiative. Moreover, you can add existing items or remove items. For more information about items, see Item Management.

Document and Notes

Here you can display and add notes and documents to the initiative. This view displays the following information:

Documents
Notes
Collaborations

For more information, see Work with Documents in Portfolio Management, Notes, and Integration with Collaboration Rooms in Portfolio Management.

Miscellaneous

This view displays the following information:

Responsible: For more information, see Role Staffing for Persons Responsible.
Authorizations: Here you can add or remove users and update their authorizations. You can also see if a user has inherited authorization to an item due to authorization for the parent object. For more information about authorizations, see Authorizations in Portfolio Management.
Versions: For more information see Version Management.

Note Note

You can also activate the change document function for initiatives. In change documents, changes made to initiatives are stored. You can see who made the change and when the change was made, for example. You can also see if items have been added or removed; you will also see changes to the assignment of decision points of an item to the decision point of an initiative. To display a change document, enter a Time Frame. For more information about how to activate change documents for initiatives, see Working with Change Documents.

End of the note.